Healdsburg Education Foundation
- Assets
- $1.2m
- Revenue
- $256.8k
- Investments
- $0.0
- Employees
- 3
- Location
- Healdsburg, CA
- Founding
- 01/1986
- Data as of
- 06/2021
- EIN
- 68-0051242
Organization Overview
Healdsburg Education Foundation is located in Healdsburg, CA. The organization was established in 1986. As of 06/2021, Healdsburg Education Foundation employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Healdsburg Education Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Healdsburg Education Foundation generated $256.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (7.9%) each year. All expenses for the organization totaled $402.0k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (4.6%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Healdsburg Education Foundation has awarded 11 individual grants totaling $2,141,760. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
HEALDSBURG EDUCATION FOUNDATION (HEF) RAISES FUNDS FROM HEALDSBURG COMMUNITY MEMBERS AS WELL AS INSTITUTIONS TO SUPPORT THE HEALDSBURG PUBLIC SCHOOL STUDENTS. HEF SELECTS PROGRAMS TO FUND THAT WILL SERVE THE GREATEST NUMBER OF STUDENTS IN THE MOST EQUITABLE MANNER, WITH A FOCUS ON INITIATIVES THAT PROMOTE COLLEGE AND CAREER SUCCESS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
FUNDING PRIORITIES: VITAL 21ST CENTURY EDUCATION PROGRAMS INCLUDING:PARENT OUTREACH & ENGAGEMENT COORDINATORS: THESE INDIVIDUALS SERVE ALL FOUR HEALDSBURG PUBLIC SCHOOLS, OFFERING BILINGUAL SERVICES TO ALL HUSD FAMILIES. THEY ACT AS A COMMUNICATION BRIDGE BETWEEN THE SCHOOLS, TEACHERS AND FAMILIES, HOLD PARENT INFORMATIONAL AND EDUCATIONAL MEETINGS, ASSIST IN TRANSLATING DURING PARENT/TEACHER AND COUNSELOR MEETINGS, AND CONNECT FAMILIES WITH NEEDED RESOURCES, INCLUDING FOOD, INTERNET, LEGAL AID AND MORE.
MANAGED FUNDS: PROVIDED FUNDS FOR SCHOOL LIBRARIES, ART SUPPLIES, STEM COURSES, AND BOOKS FOR EACH SCHOOL'S LITTLE FREE LIBRARIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sara Leffew President | OfficerTrustee | 3 | $0 |
Tallia Hart Secretary | OfficerTrustee | 2 | $0 |
Jose Salgado Treasurer | OfficerTrustee | 3 | $0 |
Dennis Agnos Secretary | OfficerTrustee | 2 | $0 |
Dahlia Nieto Director | Trustee | 2 | $0 |
Mel Schatz Vice President | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $243,355 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $243,355 |
| Total Program Service Revenue | $0 |
| Investment income | $13,456 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $256,811 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $211,319 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $127,268 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $15,985 |
| Payroll taxes | $10,604 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $7,436 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $1,741 |
| Fees for services: Other | $0 |
| Advertising and promotion | $8,733 |
| Office expenses | $1,729 |
| Information technology | $5,282 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $320 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,124 |
| All other expenses | $1,096 |
| Total functional expenses | $402,048 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $168,966 |
| Savings and temporary cash investments | $998,024 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,166,990 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $106 |
| Total liabilities | $106 |
| Net assets without donor restrictions | $351,530 |
| Net assets with donor restrictions | $815,354 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,166,990 |
Grants Awarded
Over the last fiscal year, Healdsburg Education Foundation has awarded $484,263 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
HEALDSBURG UNIFIED SCHOOL DIS PURPOSE: SUPPORT PROGRAMS AND OPERATIONS | $477,253 |
HEALDSBURG SCIENCE FAIR PURPOSE: TO SUPPORT SCIENCE FAIR | $7,010 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Healdsburg Education Foundation has recieved totaling $2,500.
| Awarding Organization | Amount |
|---|---|
The Margaret And Jennifer Kress Foundation Inc Wilmington, DE PURPOSE: GENERAL & UNRESTRICTED | $2,500 |
Endowment Analysis
| Beg. Balance | $729,894 |
| Earnings | $16,111 |
| Ending Balance | $746,005 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
International Education Research Foundation Culver City, CA | $2,254,205 | $2,736,646 |
East Bay Consortium Of Educational Institutions Oakland, CA | $1,599,281 | $1,564,506 |
Evaluation And Training Institute Culver City, CA | $3,314,564 | $1,741,292 |
Long Beach Education Foundation Long Beach, CA | $2,877,148 | $1,206,563 |
Archie Tonge Education Fund Pollock Pines, CA | $15,927,898 | $1,787,797 |
Association For Educational Development-California Los Angeles, CA | $11,468,765 | $795,899 |
Richard Myles Johnson Foundation Ontario, CA | $667,084 | $445,414 |
Healdsburg Education Foundation Healdsburg, CA | $1,166,990 | $256,811 |
Muessel-Ellison Memorial Trust Foundation Las Vegas, NV | $3,065,202 | $349,293 |
Foundation For World Education Inc Honolulu, HI | $2,911,230 | $197,889 |
South Coast Childrens Services Inc Pescadero, CA | $67,141 | $0 |
Washington Union Educational Fndn Salinas, CA | $81,980 | $0 |